See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,169,811 | $115,882+909.5% | $100,516+1063.8% | $158,922+636.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 22.98% | 34.79%-11.8pp | 30.89%-7.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $4,730 | $4,103+15.3% | $3,418+38.4% | $4,761-0.6% |
| Participant deferral / active EE | $17,333 | $6,674+159.7% | $6,270+176.5% | $5,982+189.8% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |